Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January, to m.in West Michigan Advisors, Llc, LeClair Wealth Partners LLC, Cornerstone Wealth, LLC/TN, Integrity Advisory Solutions, LLC, BigSur Wealth Management LLC, DAVENPORT & Co LLC, Capital Square, LLC, TrustBank, Cyndeo Wealth Partners, LLC, Blue Sky Capital Consultants Group, Inc., Cliftonlarsonallen Wealth Advisors, Llc, Insight Wealth Partners, LLC, NewEdge Wealth, LLC, Gts Financial, Llc, Atlantic Private Wealth, LLC, Ballast Rock Private Wealth LLC, Advisor OS, LLC, Dynamic Advisor Solutions LLC, Jasper Ridge Partners, L.P., i Schnieders Capital Management, Llc. .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Raymond James Financial Inc | 519 347 | 18,49 | 23 957 | 16,25 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 8 624 | 8,83 | 398 | 6,72 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 21 231 | 3,81 | 979 | 1,87 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 6 557 | 2,84 | 302 | 1,00 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 9 250 | 427 | ||||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 34 678 | 29,77 | 1 600 | 27,31 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 115 684 | 61,56 | 5 337 | 58,53 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 7 388 | 15,31 | 341 | 12,96 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 15 084 | 76,88 | 696 | 73,75 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 5 077 | 1,10 | 236 | 0,00 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 51 008 | 0,24 | 2 353 | -1,67 | ||||
| 2026-05-01 | 13F | Vantage Point Financial LLC | 19 433 | 57,42 | 896 | 54,48 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 577 520 | 37,66 | 26 641 | 35,06 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 54 612 | 16,70 | 2 519 | 14,50 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5 408 | 21,50 | 249 | 19,14 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 12 866 | 594 | ||||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16 947 | 782 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 194 554 | 43,75 | 8 975 | 41,03 | ||||
| 2026-04-13 | 13F | Kmg Fiduciary Partners, Llc | 44 492 | 1,33 | 2 052 | -0,58 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 9 512 | 3,82 | 439 | 1,86 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 45 400 | 8,29 | 2 094 | 6,24 | ||||
| 2026-05-12 | 13F | Wood Tarver Financial Group, LLC | 12 534 | 6,51 | 1 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 33 688 | 0,07 | 1 558 | -1,58 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 14 550 | 2,32 | 670 | 0,75 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 5 116 | 236 | ||||||
| 2026-05-05 | 13F | Frisch Financial Group, Inc. | 6 857 | 316 | ||||||
| 2026-05-05 | 13F | LeClair Wealth Partners LLC | 126 115 | 5 818 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 41 292 | 26,88 | 41 | -97,32 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 150 | 7 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 42 693 | 1 969 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 41 299 | 1 905 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 68 850 | 310,82 | 3 176 | 303,05 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 243 584 | 6,75 | 11 | 10,00 | ||||
| 2026-04-29 | 13F | Red Crane Wealth Management, Llc | 38 110 | 2,08 | 1 758 | 0,17 | ||||
| 2026-04-22 | 13F | BigSur Wealth Management LLC | 32 500 | 1 499 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 137 141 | 25,74 | 6 326 | 23,36 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 110 946 | 26,76 | 5 118 | 24,35 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 35 229 | 222,26 | 1 625 | 216,15 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 148 666 | 40,12 | 6 858 | 37,47 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 36 929 | 0,43 | 1 704 | -1,45 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 40 261 | 83,41 | 1 857 | 79,94 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 17 176 | 38,54 | 792 | 36,08 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 41 602 | 2 010 | ||||||
| 2026-05-11 | 13F | Jasper Ridge Partners, L.P. | 7 200 | 332 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 128 | 100 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1 409 587 | 6,00 | 65 | 4,84 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 8 868 | 26,69 | 409 | 24,32 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 14 962 | 0,20 | 690 | -1,71 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 146 765 | 2,06 | 6 770 | 0,13 | ||||
| 2026-04-08 | 13F | Mma Asset Management Llc | 13 483 | 150,01 | 622 | 145,45 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 705 | 378,76 | 125 | 376,92 | ||||
| 2026-04-28 | 13F | Blue Sky Capital Consultants Group, Inc. | 14 325 | 661 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 29 276 | 7 164,52 | 1 | |||||
| 2026-04-21 | 13F | Pacific Park Financial, Inc. | 34 728 | 2,29 | 1 602 | 0,38 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 628 931 | 29 013 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 16 325 | 2,68 | 753 | 0,80 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 14 052 | 8,15 | 648 | 6,23 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 499 | 23 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 10 633 | 173,13 | 490 | 167,76 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 262 143 | 63,08 | 12 093 | 59,99 | ||||
| 2026-05-05 | 13F | Sherry Group, Inc. | 4 350 | 201 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 7 709 | 356 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 19 499 | 9,74 | 899 | 7,66 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 22 791 | 1 102 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 38 128 | 24,72 | 1 759 | 22,34 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 200 109 | 47,56 | 9 231 | 44,76 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 140 634 | 124,22 | 6 487 | 119,97 | ||||
| 2026-05-14 | 13F | Betterment LLC | 4 395 | 0 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 11 354 | 524 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 10 649 | 2 630,51 | 491 | 2 627,78 | ||||
| 2026-05-05 | 13F | West Michigan Advisors, Llc | 171 045 | 7 890 | ||||||
| 2026-05-06 | 13F | Forty-three Eighteen Advisors, LLC | 141 958 | 2,68 | 6 549 | 0,74 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 19 233 | 7,25 | 887 | 5,22 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 317 958 | 15,60 | 14 667 | 13,42 | ||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 14 728 | 18,06 | 679 | 15,87 | ||||
| 2026-04-07 | 13F | City Center Advisors, LLC | 16 107 | 0,60 | 743 | -1,20 | ||||
| 2026-04-09 | 13F | CRA Financial Services, LLC | 75 612 | 5,16 | 3 488 | 3,17 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 758 887 | 522,89 | 35 007 | 511,16 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 49 949 | 33,22 | 2 | 100,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 546 428 | 0,21 | 25 693 | 106 954,17 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 26 008 | 40,16 | 1 200 | 37,50 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 62 809 | 98,39 | 3 046 | 104,70 | ||||
| 2026-04-28 | 13F | MBL Wealth, LLC | 6 900 | 4,55 | 318 | 2,58 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 320 900 | 193,79 | 14 864 | 187,67 | ||||
| 2026-05-15 | 13F | Jessup Wealth Management, Inc | 36 238 | 1,08 | 1 672 | -0,83 | ||||
| 2026-05-01 | 13F | Hohimer Wealth Management, Llc | 5 971 | 275 | ||||||
| 2026-05-15 | 13F | Inspire Advisors, LLC | 5 867 | 271 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 7 486 | 345 | ||||||
| 2026-05-15 | 13F | JT Stratford LLC | 19 181 | 885 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 10 | |||||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 11 302 | 15,41 | 521 | 13,26 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 15 510 | 9,04 | 750 | 11,29 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 150 | 7 | ||||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 370 574 | 442,67 | 17 095 | 432,52 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 2 268 319 | 39,75 | 104 638 | 37,11 | ||||
| 2026-05-12 | 13F | Creative Planning | 25 795 | 1 190 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 138 594 | 135,10 | 6 393 | 130,71 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 41 025 | 2,50 | 1 892 | 0,58 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 10 656 | 442 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 500 | 115 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 21 541 | 77,85 | 994 | 74,52 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 12 086 | 8,53 | 558 | 6,50 | ||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 65 508 | 18,71 | 3 022 | 16,46 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 10 805 | 0,29 | 498 | -1,58 | ||||
| 2026-04-17 | 13F | Outlook Wealth Advisors, LLC | 11 042 | 30,97 | 509 | 28,54 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 70 237 | 18,96 | 3 321 | 19,60 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 70 487 | 16,35 | 3 252 | 14,15 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 638 | 29 | ||||||
| 2026-05-15 | 13F | Talon Private Wealth, LLC | 134 804 | 202,61 | 6 219 | 216,92 | ||||
| 2026-05-05 | 13F | Helium Advisors LLC | 14 330 | 661 | ||||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 5 251 | 20,33 | 242 | 18,05 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1 000 | 46 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 320 135 | 14 721,06 | 14 768 | 14 520,79 | ||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 4 264 | 1,62 | 197 | -0,51 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 85 149 | 5,57 | 3 928 | 3,56 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 584 919 | 48,14 | 26 982 | 45,34 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 16 818 | 776 | ||||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 2 102 | 97 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 75 173 | 3 468 | ||||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 7 838 | 362 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9 426 | 1,62 | 456 | 3,64 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 385 | 18 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 139 362 | 1,03 | 6 | 0,00 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 101 957 | 4 703 | ||||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 8 184 | 4,47 | 378 | 2,45 | ||||
| 2026-05-04 | 13F | TrustBank | 19 922 | 919 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 7 966 | 38,83 | 375 | 42,75 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 484 499 | 43,86 | 22 350 | 41,14 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 314 497 | 48,50 | 60 637 | 45,69 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 88 362 | 8,92 | 4 076 | 6,87 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 30 546 | 21,92 | 1 409 | 19,61 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 23 706 | 15,54 | 1 094 | 13,38 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 6 905 | 319 | ||||||
| 2026-05-08 | 13F | Atlantic Private Wealth, LLC | 9 900 | 457 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 86 932 | 135,23 | 4 010 | 130,86 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 119 887 | 7,76 | 5 530 | 5,72 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 499 828 | 1 350,88 | 23 502 | 1 390,23 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 66 289 | 0,28 | 3 058 | -1,64 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 33 493 | 4,44 | 1 545 | 2,52 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 4 482 | 5,09 | 207 | 3,00 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 33 851 | 14,69 | 1 562 | 12,55 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 106 515 | 7,19 | 4 914 | 5,16 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 33 169 | 3,77 | 1 530 | 1,86 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 7 704 | 355 | ||||||
| 2026-04-23 | 13F | Fortune Financial Group, Inc. | 80 936 | 23,36 | 3 734 | 124 333,33 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 29 914 | 1 380 | ||||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 28 590 | 128,48 | 1 319 | 124,15 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 9 066 | 15,31 | 418 | 13,28 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 044 | 5,80 | 94 | 4,44 | ||||
| 2026-04-21 | 13F | Crown Wealth Group, LLC | 76 464 | 7,84 | 3 527 | 5,79 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 593 514 | 27 379 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 151 646 | 15,11 | 6 995 | 12,93 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 28 248 | 35,12 | 1 303 | 32,55 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 625 514 | 57,49 | 28 855 | 54,51 | ||||
| 2026-04-08 | 13F | Parkside Investments, LLC | 14 475 | 21,89 | 668 | 19,53 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 18 812 | 83,17 | 868 | 79,88 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 738 | 34 | ||||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 6 126 | 283 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 39 605 | 5,53 | 1 827 | 3,51 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 42 517 | 4,22 | 1 961 | 2,24 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 911 | 5,93 | 42 | 5,00 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 28 017 | 14,05 | 1 292 | 11,86 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 13 229 | 610 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 22 238 | 1 026 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 9 819 | 0,63 | 453 | -1,31 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 81 892 | 132,89 | 3 778 | 128,49 |
